The PDF Summary report - what does it include

In this article we’ll discuss:

What does the PDF summary report include?

The report contains aggregated numeric data and charts showing the responses received. All data is anonymous, so this report is suitable for publishing straight to the web.

If the activity is still running when the report is generated, an interim report is created.

It also includes:

  • The site wide logo, or any custom logos associated with that specific activity, are displayed at the top of the report. 
  • The first page of the report has a table of contents broken down by survey page and question title. 
  • The report includes a section for each question, which may be presented in several ways depending on the question type.

How does the report deal with quantitative questions?

  • Quantitative questions offer respondents the option to select either:

    one answer from selections provided (radio buttons, dropdown lists, single tick-boxes)

    or multiple answers (checkboxes)

  • The answers for each quantitative component are displayed as a bar chart and in a table

An example screenshot from the PDF summary report showing the question and its related quantitative responses as a bar chart and table.

How does the report deal with qualitative questions?

For text and other qualitative questions, the total number of responses to that part of the question is shown, but qualitative answers are not included in the report in order to keep the data anonymous, (a full export of all responses can still be downloaded in .xlsx format at any time).

Note: Tags from qualitative responses will not show in the summary report.

Generating the report

On the activity dashboard, select the 'Download summary report (PDF)' link which can be found below the 'Responses to this Activity' header.

Responses to this Activity section on Dashboard with Download summary report highlighted.

Once selected, the user will see the report request page, showing progress as the report is generated.

Download a filtered summary PDF report

Cut straight to the information you need by adding a filter for the data you want to include in a report in 'Responses Organised by Question'. Then download a filtered summary report PDF.

Screenshot of Responses Organised by Question screen with a filter applied for only respondents who've stated that are happy with the proposal. The download links for the PDF and .docx report are outlined.

The filtered report will give you the same charts and tables you’re used to seeing in a full summary PDF report, but now excluding any data you’re not interested in.

Related articles